Account Manager, Commercial Lines

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.

The AM should have a deep understanding of coverage and insurance programs, but their focus includes a significant amount of time spent on system activity and communication with the client via email, phone or in person. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

• Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
• Manages a renewal book of business, Including Submissions, Marketing, Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.

• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
• Submitting and managing changes to the carrier per the client’s request
• Update the system of record to properly reflect conversations, communications and policy documentation
• Processing of monthly, quarterly or annually audits and monthly reports as received
• Handling contract reviews that are not complex in nature
• Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.

• 5+ Years of experience in a Property & Casualty brokerage environment
• Hold Insurance licenses
• Deep technical knowledge of Property & Casualty business
• Understanding of agency processes and procedures
• Strong understanding of Agency Management systems
• Knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

Risk Strategies has over 100 offices and 5,300 employees across the US and Canada.

Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years ) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.